Seven LPL Financial Advisors Recognized by Forbes as Top Next-Gen Advisors
CHARLOTTE, N.C., Oct. 07, 2021 (Globe NEWSWIRE) — LPL Economic LLC congratulates the 7 LPL-affiliated financial advisors named to the 2021 Forbes Prime Subsequent-Gen Wealth Advisors list.
- Patrick Deeg, Marks Group Wealth Administration, Minnetonka, Minn.
- Alex Lewis, Blackbridge Economic, Irmo, S.C.
- Craig Macomber, Stratos Wealth Associates, Irvine, Calif.
- Jason Priebe, Priebe Wealth, Maple Grove, Minn.
- Matthew Riesenweber, Cornerstone Wealth Strategies, Kennewick, Clean.
- Eugene Songy, South Louisiana Economic Expert services, LLC, Lower Off, La.
- Marc Specht, PM Wealth Administration, New York, N.Y.
“On behalf of LPL, I congratulate this group of advisors for their dedication to supporting the detailed demands of their consumers,” mentioned Angela Xavier, LPL government vice president, Impartial Advisor Expert services. “We are very pleased to associate with this kind of gifted individuals representing the subsequent era top our marketplace forward.”
Picked from almost 4,000 nominations, advisors identified in the Forbes Subsequent-Gen Wealth Advisors list have been picked based on insights from SHOOK Research, obtained by means of an algorithm of qualitative criterion and quantitative details. Qualified advisors need to be under forty and have a bare minimum of 4 years’ experience, and they have been judged on conditions this kind of as services product, marketplace experience, income trends, shopper retention and assets under administration*.
See the finish list of Forbes 2021 Prime Subsequent-Gen Wealth Advisors.
About LPL Economic
LPL Economic (Nasdaq: LPLA) was started on the principle that the company must get the job done for the advisor, and not the other way around. Today, LPL is a leader** in the markets we provide, supporting far more than 19,000 financial advisors, 800 establishment-based expenditure packages and 450 impartial RIA companies nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that People ought to have entry to objective advice from a financial advisor. At LPL, independence signifies that advisors have the independence they ought to have to decide on the small business product, providers, and technology assets that allow them to operate their best follow. And they have the independence to control their shopper interactions, for the reason that they know their consumers very best. Only put, we just take care of our advisors, so they can just take care of their consumers.
*The Forbes Subsequent-Gen Wealth Advisors rankings, designed by SHOOK Research, are based on an algorithm of qualitative criterion, generally obtained by means of phone and in-man or woman due diligence interviews, and quantitative details. People advisors that are viewed as have a bare minimum of 4 years’ experience, and the algorithm weighs aspects like income trends, assets under administration, compliance records, marketplace experience and individuals that encompass the greatest benchmarks of very best procedures. Portfolio effectiveness is not a criterion due to varying shopper targets and deficiency of audited details. Neither Forbes nor SHOOK get a fee in trade for rankings.
**Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Impartial Broker-Supplier in the U.S (Primarily based on full revenues, Economic Organizing journal June 1996-2020) No. one company of third-get together brokerage providers to financial institutions and credit score unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune 500 as of June 2021
Securities and advisory providers available by means of LPL Economic LLC, an SEC- registered broker-seller and expenditure advisor. Member FINRA/SIPC.
All over this conversation, the conditions “financial advisors” and “advisors” are employed to refer to registered reps and/or expenditure advisor reps affiliated with LPL Economic LLC. We routinely disclose facts that may be crucial to shareholders in the “Investor Relations” or “Press Releases” part of our web page.
LPL Economic, Forbes, SHOOK Research and the advisor companies detailed are all different entities.
Connect with Us!
https://www.linkedin.com/business/lpl-financial
https://www.facebook.com/LPLFinancialLLC
https://www.youtube.com/person/lplfinancialllc
Media Call:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]